Sr. Account Executive - Enterprise

Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.

Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy.

Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact.

Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities.

Contribute to how we go to market - Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.

Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

Who You Are

Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.

Client-focused and outcomes-driven - You have a track record of building long-term relationships and delivering meaningful results for clients.

Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives.

Executive communicator - You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates.

Collaborative by nature - You work well across teams and understand how to bring the right people together to move deals forward and support clients over time.

Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate.

Self-directed and accountable - You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

Deeply connected to our mission as an organization and to each other

Experience and passion for driving successful client experiences

Outcome driven mindset

Strong communication skills

Consultative selling approach

Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy

Reputation for being a trusted colleague and thought partner to colleagues and clients

Strong intellectual horsepower

Strong technical proficiency

Desire to both teach and learn

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.